Manual Estimate Tool

You can create a manual estimate in Nexsyis for small cost pay items (only 1-2 line items), such as towing, storage, alignment, rental, or teardown. This is for Estimates you do not want to put in the Estimating system.

 

You can learn more about how to set up manual estimates at the link here: Manual Estimate Template Setup

Creating a New Manual Estimate

22 STEPS

1. You can utilize the Manual Estimate Tool in Nexsyis to estimates. This is recommended for total losses, storage, and tow bills.
Open the Estimates Tab.

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2. Click New Manual Estimate

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3. Click the Green Plus to add a line to the estimate.

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4. Open the Sales Code Dropdown

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5. Select the Sales Code type.
First, we will create a line for Teardown.

Click Body Labor

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6. Type in Teardown and Press Tab

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7. Type in 2.0 and Press Tab

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8. Type in 80.00 and Press Tab

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9. Click the Green Plus to add another line to the estimate.

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10. Click Towing

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11. Type in Tow Bill and Press Tab

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12. Type in 1.0 and Press Tab

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13. Type in the Tow Bill Amount 260.00 and Press Tab

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14. Click the Green Plus to add another line to the estimate.

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15. Click Storage

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16. Type in Storage and Press Tab

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17. Type in the amount of storage days - 6.0 and Press Tab

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18. Type in 75.00 ($75/day) and Press Tab

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19. Type in a memo if needed.
Type Total Loss Bill

Select the Payor: Insurance

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19b. Click

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20. Click Save

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21. Create a Work Order if needed.
Click Yes

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22. The Manual Estimate is now created.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2356181/Manual-Estimate-ToolCreating a New Manual Estimate

From the Folder > Estimates tab, select the New Manual Estimate button.

 

 

1. At the top of the screen, indicate if the payor is Insurance or Customer. It will default to Customer. Enter a Memo if desired.

 

NOTE: If you select Insurance, the Deductible box will be enabled. It will assume the entire estimate is due from the insurance company and will only reduce the insurance portion if there is an amount in the deductible field. 

2. Expand the Template drop-down, and select the Manual Estimate Template you want to apply to the folder. Once selected, click the green + to add the items from the template to the estimate. Multiple templates can be added to a single estimate.

 

3. Once the items from the template are added, make any necessary adjustments to the quantity, description and price..

 

4. Additional rows can be added manually by double-clicking items in the list to the right of the grid to add to the estimate. The item will auto-assign the line # and will display all the item information configured in the Item Master. Quantity, Description, and Price can be updated as needed. Repeat this step for however many rows need added. 

 

NOTE: The item list defaults to displaying all items set up for ALL Locations. Items can be configured for use with specific locations and will display under This Location. More information on setting up items for specific locations can be found here.

5. Review all the information entered. Apply a discount if needed.

 

6. Select Save to save the manual estimate to the folder. You will return to the Estimates tab of the Folder where you will see the new manual estimate.

 

 

Invoicing your Estimate

Like any estimate, Nexsyis will invoice the estimate automatically at delivery. To invoice the estimate prior to delivery, open the Estimates tab and click the Invoice Estimates button.

 

 

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